Purchases and Sales Made in Q4 2024 in Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL 2000 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-360- 7.65% |
$77.8K - $87.3K
|
4.35K
$984K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-370- 15.27% |
$80K - $89.7K
|
2.05K
$465K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-371- 14.06% |
$80.2K - $89.9K
|
2.27K
$513K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-380- 3.0% |
$82.1K - $92.1K
|
12.3K
$2.78M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-388- 2.64% |
$83.9K - $94.1K
|
14.3K
$3.24M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-390- 3.7% |
$84.3K - $94.5K
|
10.1K
$2.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-394- 10.0% |
$85.2K - $95.5K
|
3.55K
$803K
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-410- 2.19% |
$88.6K - $99.4K
|
18.3K
$4.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-433- 2.71% |
$93.6K - $105K
|
15.5K
$3.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-433- 11.72% |
$93.6K - $105K
|
3.26K
$739K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-445- 3.58% |
$96.2K - $108K
|
12K
$2.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-445- 10.52% |
$96.2K - $108K
|
3.79K
$857K
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-455- 0.67% |
$98.3K - $110K
|
67.3K
$15.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-459- 0.43% |
$99.2K - $111K
|
107K
$24.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-463- 1.03% |
$100K - $112K
|
44.5K
$10.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-476- 31.13% |
$103K - $115K
|
1.05K
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-480- 4.61% |
$104K - $116K
|
9.93K
$2.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-483- 20.29% |
$104K - $117K
|
1.9K
$430K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-489- 10.07% |
$106K - $119K
|
4.37K
$989K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-510- 5.94% |
$110K - $124K
|
8.08K
$1.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-522- 2.43% |
$113K - $127K
|
21K
$4.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-565- 1.28% |
$122K - $137K
|
43.7K
$9.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-569- 24.71% |
$123K - $138K
|
1.73K
$393K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-585- 2.19% |
$126K - $142K
|
26.1K
$5.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-605- 7.28% |
$131K - $147K
|
7.71K
$1.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-622- 0.77% |
$134K - $151K
|
80.5K
$18.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-624- 7.45% |
$135K - $151K
|
7.75K
$1.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-629- 14.93% |
$136K - $152K
|
3.58K
$811K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-635- 99.84% |
$137K - $154K
|
1
$226
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-676- 8.01% |
$146K - $164K
|
7.77K
$1.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-679- 7.77% |
$147K - $165K
|
8.06K
$1.82M
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-683- 4.48% |
$148K - $166K
|
14.6K
$3.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-701- 1.11% |
$152K - $170K
|
62.4K
$14.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-708- 1.01% |
$153K - $172K
|
69.2K
$15.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-725- 6.3% |
$157K - $176K
|
10.8K
$2.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-727- 8.88% |
$157K - $176K
|
7.46K
$1.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-734- 16.0% |
$159K - $178K
|
3.85K
$873K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-741- 1.26% |
$160K - $180K
|
58.3K
$13.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-771- 1.59% |
$167K - $187K
|
47.6K
$10.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-776- 2.77% |
$168K - $188K
|
27.3K
$6.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-786- 24.74% |
$170K - $191K
|
2.39K
$542K
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-787- 1.97% |
$170K - $191K
|
39.1K
$8.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-799- 1.07% |
$173K - $194K
|
73.7K
$16.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-830- 15.48% |
$179K - $201K
|
4.53K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-842- 1.15% |
$182K - $204K
|
72.1K
$16.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-863- 8.65% |
$187K - $209K
|
9.12K
$2.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-921- 1.77% |
$199K - $223K
|
51K
$11.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-926- 4.86% |
$200K - $224K
|
18.1K
$4.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-934- 4.47% |
$202K - $226K
|
20K
$4.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-939- 2.61% |
$203K - $228K
|
35.1K
$7.95M
|